foundry

Apple and Intel have struck a preliminary agreement for Intel to manufacture some Apple chips, ending a six-year split and handing Intel Foundry its most consequential customer win yet.

ASML will supply the lithography toolset for Tata's Dholera 300mm fab, which Tata Electronics has costed at US$11 billion and aimed at 28nm-110nm chips for AI, automotive and mobile applications.

TSMC debuted its A13 and A12 process nodes and updated its full roadmap through 2029 at its North America Technology Symposium, while confirming A16 volume production slides to 2027.

METI approved an additional 631.5 billion yen in support on April 11, raising cumulative Japanese government backing for the state-aligned chipmaker to roughly 2.6 trillion yen through fiscal 2027.

TSMC's Q1 2026 revenue surged 35% year-over-year to NT$1.13 trillion, powered by AI accelerator demand and 2nm ramp, as the company prepares a record $52-56 billion capex plan.